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9Lenses
Transform Sales Teams into Trusted Advisors with AI-Powered Client Consultation

What is 9Lenses?

9Lenses offers a robust AI-powered client consultation platform designed to elevate sales experiences from traditional Q&A sessions to consultative engagements. By integrating intelligent discovery tools, the platform provides sales representatives with comprehensive insights, tailored recommendations, and deep analysis of customer needs. This empowers every rep to act as a trusted advisor, enhancing the value brought to each client interaction.

With features like automated needs assessments, AI Sales Assistant guidance, and orchestration of internal stakeholders, 9Lenses streamlines the entire sales journey. Organizations can reduce the time and expertise needed to qualify opportunities, deliver customized solutions quickly, and grow customer relationships efficiently. Its seamless integration with leading CRMs ensures that insights flow across your sales and marketing stack, supporting enterprise-wide adoption across diverse industries.

Features

  • AI Sales Assistant: Prepares representatives with insights, pain points, and best questions for client meetings.
  • Discovery Assistant: Sends targeted questionnaires and automatically analyzes customer responses.
  • Assessment Scorecard: Provides in-depth business analysis based on customer input.
  • Sales Team Orchestration: Notifies internal stakeholders of qualified opportunities with relevant data.
  • Integration with CRMs: Connects seamlessly with leading platforms like Salesforce, Marketo, HubSpot, and Microsoft Dynamics.
  • Virtual Sales Coach: Equips reps with up-to-date talking points and evidence to confidently address clients.

Use Cases

  • Accelerating the sales cycle with data-driven client meetings.
  • Rapidly identifying client pain points and needs before meetings.
  • Enabling upsell and cross-sell opportunities through personalized solution recommendations.
  • Improving lead generation with unique, interactive insights.
  • Boosting customer satisfaction and strategic engagement in customer success management.

FAQs

  • How does 9Lenses help sales representatives prepare for client meetings?
    9Lenses leverages AI to provide representatives with actionable insights, top pain points, tailored qualifying questions, and relevant resources, ensuring that each meeting is consultative and solution-oriented.
  • What types of organizations benefit from 9Lenses?
    The platform is used by diverse organizations, including Fortune 500 companies, across industries such as banking, consulting, insurance, and technology.
  • Can 9Lenses integrate with existing CRM and marketing platforms?
    Yes, 9Lenses integrates with leading platforms like Salesforce, Marketo, HubSpot, and Microsoft Dynamics to ensure smooth data flow and adoption.
  • What is the purpose of the Assessment Scorecard?
    The Assessment Scorecard provides an in-depth, automated analysis of the customer’s business needs based on their questionnaire responses, supporting data-driven consultations.

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